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Larry M

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Larry Marshall is a financial advisor at FBL Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Farm Bureau Financial Services since 1994. Outside of his advisory role, he is involved in managing a small farm for cash rent. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and retirement plan services. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary model, emphasizing educational outreach and its affiliation with FBL Financial Group.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Christopher C

Series 63, Series 65

West Des Moines, IA

IP Financial Advisory Services LLC

Christopher Childers is a financial advisor with IP Financial Advisory Services LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Innovation Partners LLC. He is also involved in managing Childers Management Corp, where he provides fixed insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory programs with insurance and risk management services.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph P

Series 66, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Powell is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at FBL Marketing Services, LLC, FBL Financial Group, Abra Auto Body, and Scheching Insurance Agency, LLC. Powell is also a licensed insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized, non-discretionary advice complemented by strategic asset allocation and uses third-party managers for discretionary trading. Its affiliation with FBL Financial Group and the Farm Bureau distribution network plays a significant role in its integrated advisory and implementation approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Stanley P

CFP®, Series 66

Des Moines, IA

Principal Advised Services

Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, operating within the Principal Financial Group family to access a range of affiliated financial products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Bryan R

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Bryan Rockey is an investment adviser representative with FBL Wealth Management, LLC, with 23 years of experience in the financial industry. He has been associated with FBL Marketing Services and Farm Bureau since 2003. Outside of his advisory role, he is a full-time insurance agent working with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading and offers services such as financial planning, retirement-plan support, and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Eric C

Series 66

Waukee, IA

Principal Advised Services

Eric Carlson is a financial advisor with Principal Advised Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Financial Services since 2001 and is currently affiliated with Principal Bank and Principal Life Insurance Company. In addition to his advisory role, Carlson provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which provides operational integration with affiliated entities and access to proprietary funds and products.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Julie B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Julie Bramlet is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been affiliated with FBL Marketing Services, LLC and FBL Financial Group since 2015. In addition to her advisory role, she works full-time as an insurance agent with Farm Bureau Life and its affiliates. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers, and provides financial planning through written deliverables and educational resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Drew B

CFP®, Series 63

West Des Moines, IA

Foster Group, INC.

Drew Beazley is a CFP® with two years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in West Des Moines, IA. Prior to joining Foster Group in 2026, he gained experience at firms including Andrew Puhrmann, Northwestern Mutual Wealth Management, and Edward McGill. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, advising individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, while offering tiered services ranging from digital CoreWealth solutions to bespoke SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Sean C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sean Cirullo is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. He has been with FBL Financial Group since 2017 and also maintains a role as an insurance agent with Farm Bureau Life and Affiliates. Outside of his advisory work, he serves as principal of SKC Trust Management, a property management business. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities, providing investment management primarily through third-party portfolio managers and written financial planning. The firm’s non-discretionary approach and educational outreach distinguish it within the enterprise advisory space.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jonathan L

ChFC®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jonathan Louwagie is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at FBL Financial Group and Saybrus Equity Services. His background includes work in both financial advisory and insurance sectors. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, using third-party managers and offering written financial planning alongside educational resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Eli G

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Eli Greufe is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients through a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated services and affiliated products to support its advisory offerings.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Brock S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Brock Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and Series 63 license and has 13 years of industry experience. He has been with Farm Bureau Financial Services since 2014 and is involved full-time as an insurance agent. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, delivering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes non-discretionary advisory services and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Riley F

Series 65, Series 63

West Des Moines, IA

Arete Wealth Advisors, LLC

Riley Francis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 63 licenses and possessing six years of industry experience. His prior roles include positions at D.A. Davidson & Co., FBL Marketing Services, FBL Financial Group, TD Ameritrade, and Central Bank. Outside of his advisory work, he serves as an assistant varsity boys basketball coach for ADM Community School District. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary, rule-based investment models, utilizing third-party sub-advisers and maintaining a due diligence process for recommended managers.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Joseph Y

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Youngman is a financial advisor with FBL Wealth Management, LLC, holding CFP® and Series 63 credentials and bringing 27 years of industry experience. He previously worked at COUNTRY Financial for 28 years and is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and offering written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Kevin W

Series 63, Series 65

Urbandale, IA

Royal Fund Management, LLC

Kevin Wingert is a financial advisor with Royal Fund Management, LLC in Urbandale, Iowa, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been involved with several related entities, including American Retirement Health, LLC, and American Retirement Education LLC, where he focuses on Medicare supplement insurance and financial education. Wingert also serves as president of American Retirement Systems, LLC, and American Retirement Planning, LLC, both insurance marketing organizations. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Mackenzie V

Series 65

Des Moines, IA

Choreo, LLC

Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.

Retirement income strategy Founder/Business Owner Retired Executive
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Angela B

Series 63, Series 65

Des Moines, IA

Principal Advised Services

Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Joshua P

Series 63, Series 65

West Des Moines, IA

Foster Group, INC.

Joshua Pirtle is a financial advisor at Foster Group, Inc. with 11 years of industry experience. He has held positions at Principal Securities Inc. and Principal Life Insurance Company prior to joining Foster Group. He holds Series 63 and Series 65 designations. Foster Group, Inc. serves individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation investment approach with diversified exposure to mutual funds and ETFs, and segments clients across multiple service tiers to provide tailored financial planning and investment advisory services.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Brenton B

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brenton Blum is a financial advisor at FBL Wealth Management, LLC with Series 66 credentials and no prior industry experience. His work history includes roles at FBL Marketing Services, LLC and FBL Financial Group since 2026, as well as previous positions at We Will Collective, Iowa State Foundation, and Des Moines University. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and relying on third-party discretionary managers for trade execution.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Kendra E

CFP®, Series 63, Series 66

West Des Moines, IA

Harbour Investments, Inc.

Kendra Erkamaa is a CFP® professional with over 21 years of experience in financial advisory. She is affiliated with Harbour Investments, Inc. and Triangle Financial Services, Inc., where she has held roles since 2005 and 2004 respectively. Outside of her advisory work, she is involved in financial education as a speaker for Money Smart Week and serves on a grievance commission panel. She also holds leadership positions in nonprofit organizations including NAWBO Iowa and Iowa Collaborative Divorce, and owns a mediation services business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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